Bluestone Wealth Partners

09/01/2026

Our first official clip from The Bluestone Edge is here.

Adam Weingartner sits down with Ric Martin to talk about something we’re watching closely right now: the unusually high concentration within the S&P 500.

The 10 largest companies currently make up nearly 40% of the index, leaving the other 490 companies to share roughly 60%.

As Adam explains, concentration at this level has been historically uncommon - and when leadership begins to broaden beyond the biggest names, it can create opportunities across the rest of the market.

It’s a shift our team has been watching and positioning portfolios with the potential to benefit from, and we like the broadening we’re beginning to see.

This is also what The Bluestone Edge is all about: helping make sense of what’s happening in the markets, what may be changing and what we believe is actually worth paying attention to.

As Ric shares, Bluestone clients are the first to hear our perspective as markets evolve and always have direct access to our team to ask questions, talk through what they’re seeing and get clarity on what it could mean for their financial plan.

Listen on Spotify: https://bit.ly/4gxvLNk
Watch & Listen on YouTube: https://bit.ly/3UB93fJ

Stay tuned for more clips from The Bluestone Edge, and follow Bluestone Wealth Partners for market perspective and thoughtful conversations from a team of financial advisors in Columbus, Ohio with more than 40 years of experience in wealth management and financial planning.

08/30/2026

To know Ric Martin is to love him.

Ask the people who work alongside him what makes Ric special, and you’ll hear a lot more than what could ever fit on a résumé.

Ric is the founder, leader and visionary behind Bluestone Wealth Partners, but long before Bluestone existed, he was a kid growing up in Lima, Ohio with an early interest in money and an instinct for understanding how it could be used thoughtfully.

After earning his finance degree from The Ohio State University, Ric began his career in banking before realizing he wanted to approach financial planning differently. He envisioned a practice where advice came before selling a product, took a leap of faith in 1989 and began building what would eventually become Bluestone Wealth Partners.

More than 35 years later, that belief still shapes this team.

Ric has built an accomplished career as a CFP® professional, Forbes-recognized advisor and trusted financial advisor to executives and families throughout Columbus and beyond.

The people closest to him will tell you his impact goes well beyond the credentials. It’s in the way he leads, the way he cares about people and the standard he has set for doing this work the right way.

We asked the people who know him best to share why they love Ric and their answers say more about the man behind Bluestone than we ever could.

Get to know Ric - and the people behind a Columbus, Ohio wealth management firm built on more than 40 years of experience, relationships and a commitment to always keep looking forward.

08/28/2026

Five partners. One question: What’s one financial rule you always follow?

The answers may be different, but there’s a common thread behind them: good financial management doesn’t have to feel complicated.

At Bluestone, more than 40 years of experience has taught us that some of the strongest financial decisions start with understanding what matters, having a plan and knowing when to adjust it.

Our job is to help make that process clearer - bringing together the experience of advisors who have navigated decades of change with fresh perspective from a team that’s always thinking about what comes next.

Follow Bluestone Wealth Partners for thoughtful perspective on the financial decisions that matter today - and the ones worth preparing for tomorrow.

08/26/2026

Introducing The Bluestone Edge - our new podcast is officially here.

Hosted by Adam Weingartner, CFA®, The Bluestone Edge is a new way to stay connected to what’s happening in the markets, the trends shaping the economy and what we’re watching next - with special guests joining the conversation along the way.

At Bluestone, we’re always looking for better ways to serve our clients and share the perspective our team has built over more than 40 years.

We also know life is busy, so we wanted to make these conversations easier to take with you.

Listen on the drive to work, between meetings, at the gym or wherever it fits into your day.

For the first time ever, you can now listen to The Bluestone Edge on Spotify, or head to YouTube for the full video podcast.

Give the first episode a listen to hear more from the team at Bluestone Wealth Partners, a Columbus, Ohio wealth management and financial planning firm helping executives, entrepreneurs and families make thoughtful financial decisions and plan confidently for what’s ahead.

Listen on Spotify: https://bit.ly/4gxvLNk

Watch & Listen on YouTube: https://bit.ly/3UB93fJ

08/24/2026

Sydnee Kozberg, our Director of Operations, says it best: the people at Bluestone are what make Bluestone who we are.

Financial planning is something you can find in a lot of places.

What’s harder to find is a team of genuinely good people who care deeply about doing the right thing for the people they serve.

Behind every financial plan at Bluestone are honest conversations, thoughtful questions, careful consideration and a lot of work that clients may never see.

Our team takes that responsibility seriously - not just because it’s our job, but because there are real people, families, careers and futures behind every decision we help make.

That authenticity has shaped Bluestone Wealth Partners for more than 40 years.

It’s also what continues to shape the way our Columbus financial advisors approach wealth management, financial planning and every relationship we’re fortunate to build.

If you’re looking for a financial advisor in Columbus, Ohio, start by getting to know the people behind Bluestone. We think that part matters just as much as the plan.

09/27/2023

We had the privilege of attending the prestigious Barron's 100 Summit, an exclusive gathering to honor the remarkable accomplishments of the nation's top 100 Financial Advisors. It was truly an exceptional experience celebrating and being part of this group!

04/20/2023

Congratulations to our own Ric Martin for being recognized as one of the 2023 Forbes Best-In-State Wealth Advisors! Your dedication to your clients and your Serve First philosophy truly represent the culture of Bluestone Wealth Partners.

https://hubs.ly/Q01MhW0j0

At Bluestone Wealth Partners, we provide personalized, objective and comprehensive wealth management

07/30/2021

Friday Perspective: Still Considering a Refi?

12/17/2019

Are you on Santa's nice list this year? Check out Adam Weingartner's latest blog to make sure you have everything in your portfolio that all hard working boys and girls should!

http://www.bluestonewp.com/blog/the-nice-list

12/09/2019

In the coming days and weeks, mutual fund managers will issue capital gains distributions. Given the performance of equity markets this year, a significant tax impact is likely. Check out Ric's latest blog to learn more!

http://www.bluestonewp.com/blog/etf-tax-efficiency-revisited-1